Objective:
- Include all Client's invoices the detailed statement of accounts on a Bill
- How to show past due balance on Bill
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Go to Settings and select Billing
- Select the Bill Themes sub-tab
- Select the Bill Theme you would like to edit
- Select Statement of Accounts
- Select Detail of Accounts
- Select Show Detailed Statement
- Check Include all Clients' Matters